Fin Dec Wealth Services, Inc. Portfolio Holdings

Fin Dec Wealth Services, Inc.

  • $158 Billion
  • Q2 2024

Fin Dec Wealth Services, Inc. has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Core Plus Income with a value of $18.1B, Capital Group Divid Value ETF with a value of $13.3B, Dimensional ETF Tr with a value of $12.3B, Dimensional ETF Trust with a value of $9.18B, and Dimensional ETF Tr Core Fxd In with a value of $8.68B.

Examining the 13F form we can see an decrease of $657M in the current position value, from $159B to 158B.

Fin Dec Wealth Services, Inc. is based out at Stockton, CA

Below you can find more details about Fin Dec Wealth Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $158 Billion
ETFs: $127 Billion
Technology: $9.78 Billion
Communication Services: $2.08 Billion
Consumer Cyclical: $855 Million
Consumer Defensive: $774 Million
Financial Services: $472 Million
Healthcare: $424 Million
Real Estate: $210 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$5.23 Billion 3.3% of portfolio
24,830
Q2 2024 Reduced 3.73%
$363B
$3.04 Billion 1.92% of portfolio
24,616
Q2 2024 Added 1,317.97%
$1.28T
$2.08 Billion 1.31% of portfolio
4,132
Q2 2024 Added 15.26%
$3.13T
$1.51 Billion 0.95% of portfolio
3,384
Q2 2024 Reduced 0.15%
$227B
$774 Million 0.49% of portfolio
4,692
Q1 2024 Reduced 0.3%
$2.11T
$653 Million 0.41% of portfolio
3,378
Q2 2024 Reduced 30.88%
$738B
$388 Million 0.25% of portfolio
429
Q2 2024 New
$725B
$257 Million 0.16% of portfolio
1,270
Q2 2024 Reduced 1.32%
$579B
$215 Million 0.14% of portfolio
528
Q2 2024 Added 10.46%
$911B
$202 Million 0.13% of portfolio
1,023
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $158 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Fin Dec Wealth Services, Inc. Portfolio

Follow Fin Dec Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fin Dec Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Fin Dec Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email